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IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
-1.79%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$462M
AUM Growth
+$6.56M
Cap. Flow
+$18.5M
Cap. Flow %
4%
Top 10 Hldgs %
28.91%
Holding
1,000
New
57
Increased
203
Reduced
138
Closed
37

Top Buys

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$1.35M
2
WTRG icon
Essential Utilities
WTRG
+$1.3M
3
SEE
Sealed Air
SEE
+$1.24M
4
AES icon
AES
AES
+$1.17M
5
LW icon
Lamb Weston
LW
+$1.12M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$1.15M
2
K
Kellanova
K
+$1.03M
3
SAN icon
Banco Santander
SAN
+$841K
4
HBAN icon
Huntington Bancshares
HBAN
+$730K
5
JHG
Janus Henderson
JHG
+$711K

Sector Composition

Rank Sector Weight
1 Financials 6.5%
2 Consumer Discretionary 5.41%
3 Technology 3.67%
4 Energy 3.01%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OGN icon
626
Organon & Co
OGN
$3.6B
$15.8K ﹤0.01%
1,062
– –
EPR icon
627
EPR Properties
EPR
$4.73B
$15.8K ﹤0.01%
300
– –
TK icon
628
Teekay
TK
$1.06B
$15.8K ﹤0.01%
2,400
– –
MFIN icon
629
Medallion Financial
MFIN
$262M
$15.7K ﹤0.01%
1,800
– –
EPC icon
630
Edgewell Personal Care
EPC
$1.31B
$15.6K ﹤0.01%
500
– –
SCHH icon
631
Schwab US REIT ETF
SCHH
$11.4B
$15.5K ﹤0.01%
719
-168
-19% -$3.59K
VGSH icon
632
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$15K ﹤0.01%
255
– –
SNY icon
633
Sanofi
SNY
$105B
$14.9K ﹤0.01%
+268
New +$14.5K
JWN
634
DELISTED
Nordstrom
JWN
$14.7K ﹤0.01%
600
-21,013
-97% -$510K
PFG icon
635
Principal Financial Group
PFG
$24.6B
$14.6K ﹤0.01%
173
– –
AMP icon
636
Ameriprise Financial
AMP
$50.4B
$14.5K ﹤0.01%
+30
New +$15.7K
TQQQ icon
637
ProShares UltraPro QQQ
TQQQ
$38.7B
$14.3K ﹤0.01%
+500
New +$19K
ITB icon
638
iShares US Home Construction ETF
ITB
$2.37B
$14.3K ﹤0.01%
150
– –
FNDX icon
639
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
$14K ﹤0.01%
591
-426
-42% -$10.3K
EG icon
640
Everest Group
EG
$14B
$13.8K ﹤0.01%
38
+35
+1,167% +$12.4K
MRC
641
DELISTED
MRC Global
MRC
$13.8K ﹤0.01%
1,200
– –
TBRG
642
DELISTED
TruBridge
TBRG
$13.8K ﹤0.01%
500
-900
-64% -$23.4K
PLTR icon
643
Palantir
PLTR
$430B
$13.5K ﹤0.01%
160
+10
+7% +$878
ZTS icon
644
Zoetis
ZTS
$31.3B
$13.2K ﹤0.01%
80
– –
ADNT icon
645
Adient
ADNT
$1.54B
$12.8K ﹤0.01%
997
– –
NOC icon
646
Northrop Grumman
NOC
$81.6B
$12.8K ﹤0.01%
25
– –
BCE icon
647
BCE
BCE
$21.7B
$12.7K ﹤0.01%
553
– –
BR icon
648
Broadridge
BR
$19.6B
$12.6K ﹤0.01%
52
– –
PARA
649
DELISTED
Paramount Global Class B
PARA
$12.6K ﹤0.01%
1,050
– –
PAAS icon
650
Pan American Silver
PAAS
$19.9B
$12.6K ﹤0.01%
486
-1,313
-73% -$31.4K
24 25
26
27 28

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QL
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NCA
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CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
TCP
ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 1-Year Est. Return

Investors Research Corp's Q1 2025 Portfolio in Review

As of Q1 2025, Investors Research Corp held 1,000 positions worth $462M, up 1.4% from $455M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Research Corp deployed $18.5M of net new capital in Q1 2025, opening 57 new positions and adding to 203 existing holdings. Its largest new stake was Essential Utilities: 35,350 shares worth $1.4M.

By sector, the portfolio is most concentrated in Financials at 6.5% of assets, down from 7.6% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Gilead Sciences, an estimated $1.15M trimmed.

  • Investors Research Corp's largest Q1 2025 buy was Essential Utilities: 35,350 shares worth $1.4M.
  • Investors Research Corp added most to Crown Castle in Q1 2025, an estimated $1.35M increase.
  • Investors Research Corp's biggest Q1 2025 reduction was Gilead Sciences, cutting an estimated $1.15M.
  • Investors Research Corp fully exited Kellanova in Q1 2025, selling an estimated $1.03M.
  • Investors Research Corp's ten largest holdings make up 29% of its $462M portfolio in Q1 2025.
  • Investors Research Corp opened 57 new positions and closed 37 in Q1 2025.
  • Investors Research Corp's portfolio value rose 1.4% quarter-over-quarter to $462M.

Based on Investors Research Corp's 13F filing for Q1 2025, filed 8 Apr 2025.